Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
32,198
+927
+3% +$10.1K 0.02% 612
2025
Q1
$314K Sell
31,271
-8,422
-21% -$84.5K 0.02% 621
2024
Q4
$393K Buy
+39,693
New +$393K 0.02% 523
2022
Q2
Sell
-23,970
Closed -$405K 594
2022
Q1
$405K Buy
23,970
+295
+1% +$4.99K 0.04% 354
2021
Q4
$492K Buy
23,675
+2,444
+12% +$50.8K 0.06% 297
2021
Q3
$301K Sell
21,231
-2,338
-10% -$33.1K 0.04% 357
2021
Q2
$350K Buy
23,569
+2,461
+12% +$36.5K 0.05% 317
2021
Q1
$259K Sell
21,108
-354
-2% -$4.34K 0.05% 339
2020
Q4
$189K Sell
21,462
-3,445
-14% -$30.3K 0.04% 355
2020
Q3
$166K Sell
24,907
-2,414
-9% -$16.1K 0.05% 315
2020
Q2
$166K Buy
27,321
+4,672
+21% +$28.4K 0.06% 282
2020
Q1
$109K Sell
22,649
-8,155
-26% -$39.2K 0.06% 240
2019
Q4
$286K Buy
30,804
+398
+1% +$3.7K 0.12% 218
2019
Q3
$279K Buy
30,406
+8,053
+36% +$73.9K 0.17% 183
2019
Q2
$229K Buy
22,353
+1,898
+9% +$19.4K 0.15% 210
2019
Q1
$180K Sell
20,455
-27
-0.1% -$238 0.14% 219
2018
Q4
$157K Sell
20,482
-3,789
-16% -$29K 0.15% 194
2018
Q3
$225K Sell
24,271
-6,875
-22% -$63.7K 0.17% 208
2018
Q2
$345K Sell
31,146
-1,479
-5% -$16.4K 0.3% 118
2018
Q1
$361K Sell
32,625
-1,062
-3% -$11.8K 0.35% 108
2017
Q4
$421K Sell
33,687
-2,223
-6% -$27.8K 0.44% 75
2017
Q3
$430K Buy
35,910
+11,692
+48% +$140K 0.54% 65
2017
Q2
$271K Buy
24,218
+44
+0.2% +$492 0.08% 305
2017
Q1
$293K Buy
24,174
+267
+1% +$3.24K 0.66% 53
2016
Q4
$290K Buy
23,907
+2,331
+11% +$28.3K 0.51% 70
2016
Q3
$260K Buy
+21,576
New +$260K 0.58% 63